See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,465 | $58,927-65.3% | $76,817-73.4% | $72,985-72.0% |
| Participation rate | 94.3% | 67.3%+26.9pp | 72.1%+22.2pp | 69.5%+24.8pp |
| Annual return | 44.15% | 2305.64%-2261.5pp | 1166.11%-1122.0pp | 81.00%-36.8pp |
| Employer contribution / active EE | $1,894 | $1,787+6.0% | $2,302-17.7% | $2,440-22.4% |
| Participant deferral / active EE | $4,658 | $2,690+73.1% | $3,336+39.6% | $3,607+29.1% |
| Admin fee / account holder | $1,451 | $4,013-63.8% | $6,420-77.4% | $5,124-71.7% |